Spire Wealth Management’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Spire Wealth Management’s Portfolio AUGW Stock Details AUGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Sell	42,492 -31,098	-42%	-$1.04M	0.04%	332
2026 Q1	$2.37M	Buy	73,590 +370	+0.5%	+$12.1K	0.08%	233
2025 Q4	$2.38M	Buy	73,220 +1,953	+3%	+$62.8K	0.08%	224
2025 Q3	$2.28M	Buy	71,267 +63,203	+784%	+$1.98M	0.08%	206
2025 Q2	$247K	Sell	8,064 -5,396	-40%	-$158K	0.01%	706
2025 Q1	$388K	Sell	13,460 -5,016	-27%	-$147K	0.01%	641
2024 Q4	$541K	Buy	+18,476	New	+$539K	0.02%	532

Other funds holding AUGW

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Spire Wealth Management's AUGW Position: Q2 2026 in Review

Spire Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 42% in Q2 2026, selling an estimated $1.04M and leaving 42,492 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #332.

Spire Wealth Management first reported a position in AUGW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q4 2025. 16 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

Spire Wealth Management held 42,492 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $1.45M as of Q2 2026.
Spire Wealth Management sold 31,098 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2026, an estimated $1.04M.
AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #332 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $2.38M in Q4 2025.
16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.